Fifteen years is an extraordinary accomplishment in any career, especially within an industry that continues to evolve. Today, we proudly celebrate Sheena Schreiner, Investment Advisor at Cresco Wealth Management, for reaching her 15-year milestone with our team. Sheena has been with Cresco since nearly the very beginning and remains one of the original members who helped shape the foundation we stand on today. Her journey has been defined by expertise, deep client commitment, and a personality that brightens our work lives every single day.
A career defined by expertise and growth
Sheena began her financial services career in 2001 and built her path through hard work, resilience, and a genuine dedication to every client relationship she formed. Over the years, she completed her Chartered Investment Manager designation, earned certificates in Advanced Investment Advice and the Life Insurance Qualification program.
She joined Cresco in 2010 and has been an integral member of the team from day one, supporting families, professionals, and business owners who rely on her thoughtful and strategic approach to wealth planning.
Her outstanding achievements were recognized nationally when she was named one of Wealth Professional Canada’s Top 50 Leading Women in Wealth for 2023, a distinction that highlights her impact and leadership within the industry.
A client experience built on trust and personal connection
Sheena is known for being a true workhorse for her clients. She listens carefully, plans thoughtfully, and consistently delivers clarity, confidence, and care. Her relationship-based approach is the heart of her success and has resulted in long standing partnerships built on mutual trust.
Her passion for empowering clients has also led her to become a strong advocate for women in wealth. Together with her colleague Jennifer Williams, Sheena co created Women, Wealth and Wisdom, a networking and educational community that has grown significantly and continues to make a meaningful impact for women seeking financial confidence and community.
A presence that shines in our team
Sheena brings energy, humour, authenticity, and the kind of presence that lifts the mood of the entire office. Sheena is genuine, quick witted, and known for a little snort in her laugh that sets off the whole team every time. Her personality fills our space with warmth and joy, and we cherish the brightness she brings to our days.
She is admired for her hard work, her resilience, and her commitment to giving her very best for the people who rely on her.
A life filled with family, joy, and new chapters
Beyond her career, Sheena is devoted to her daughter, Madison, who remains the centre of her world. She cherishes time spent at her family cabin, enjoys nature walks with her dogs, boating in the summer sun, reading by the water, and cozy evenings around the fire.
This year is especially meaningful for Sheena as she prepares to celebrate her wedding this summer. Along with her future husband, Lucas, she is excited to be expanding her family and welcoming her stepchildren, Brooke and Ethan. Our entire team is looking forward to the celebration and is honoured to share in this joyful milestone with her.
Sheena is also active in the Calgary community, including her involvement with 100 Women Who Care Calgary, along with various charitable efforts that reflect her giving spirit.
A well deserved celebration
As we honour Sheena’s fifteen-year milestone, we celebrate far more than her tenure. We recognize her dedication to her clients, her leadership as an industry advocate for women, her many professional achievements, and the unforgettable energy she brings to our team each day.
Sheena sets a remarkable example of what it means to serve with integrity, compassion, and expertise. Her contributions have shaped Cresco in meaningful and lasting ways, and we are incredibly grateful for all she brings to our team and our clients.